![]() ![]() ![]() I doubt we’ll ever be a behemoth, even in our local market, but we expect to continue to grow in measured fashion over the years. We started out fourteen years ago as a very small firm and are now solidly mid-sized. Designed for greedy, trigger-happy traders and. It made me appreciate the sheer level of information we now have at our fingertips. Even with moderate growth last year, we still finished up with around $700 million in client assets entrusted to us. Focusing mostly on small-caps and penny stocks, is a subscription-based trade alerts service that also markets training programs. In my most recent re-reading of 'One Up on Wall Street' by Peter Lynch (a must for any retail investor), I noted the much-maligned investor Harry Houndstooth's reliance on a 250-a-year stock market newsletter. That results in slower growth and likely reduced revenue for our firm, but we’re quite happy focusing more on delivering a solid service than being an advisor to the masses. The results from bonds have continued to be positive over the period thanks to the major falls in interest rates globally. This was thanks largely to our data-driven approach that led us to value stocks, conservative bonds, and alternative investments, all of which performed admirably.Īs most of you know, we tend toward the technical side of the investment business and aren’t so great at prospecting for new clients and selling. Any newsletter can have a bad year, and short-term returns aren’t predictive of anything. It seems almost sacrilegious to point this out at a time when the rest of the investment community is fawning over Buffett’s latest letter, released over the weekend. We were gratified to see our performance remain fairly strong, at least relative to the overall stock and bond markets. If you decide to subscribe to a newsletter, resolve to stick with it for at least two or three years. (MarketWatch) Warren Buffett is not the only investor who publishes a must-read newsletter. Last year may not have been so great for the stock market, but it was a solid year for our firm. ![]()
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